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Universal Electronics

165 hedge funds and large institutions have $723M invested in Universal Electronics in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

6% more funds holding

Funds holding: 156165 (+9)

2% more capital invested

Capital invested by funds: $708M → $723M (+$15M)

0.84% less ownership

Funds ownership: 100.16%99.31% (-0.84%)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
51
Reduced
54
Closed
9
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
-$712K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$4.85M -$710K -13,257 -12%
Morgan Stanley
27
Morgan Stanley
New York
$4.12M +$1.29M +24,023 +44%
Prudential Financial
28
Prudential Financial
New Jersey
$3.98M +$340K +6,345 +9%
Ameriprise
29
Ameriprise
Minnesota
$3.78M -$218K -4,075 -5%
LAM
30
Lapides Asset Management
Connecticut
$3.33M -$1.55M -28,900 -31%
Invesco
31
Invesco
Georgia
$3.32M -$946K -17,658 -22%
WSCM
32
Wellington Shields Capital Management
New York
$3.24M
Wells Fargo
33
Wells Fargo
California
$3.12M -$636K -11,873 -17%
FP
34
Foundry Partners
Minnesota
$2.83M -$2.28M -42,624 -44%
MSL
35
Mackay Shields LLC
New York
$2.67M +$273K +5,100 +11%
UBS Group
36
UBS Group
Switzerland
$2.54M +$343K +6,402 +15%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$2.51M +$1.96M +36,569 +321%
KCM
38
Kennedy Capital Management
Missouri
$2.5M -$61.4K -1,145 -2%
Squarepoint
39
Squarepoint
New York
$2.49M +$496K +9,251 +24%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$2.27M +$109K +2,030 +5%
GIPM
41
G2 Investment Partners Management
New York
$2.26M +$2.32M +43,254 New
OAM
42
Oxford Asset Management
United Kingdom
$2.2M -$1.51M -28,224 -40%
CIC
43
Cornercap Investment Counsel
Georgia
$2.18M -$195K -3,647 -8%
PPA
44
Parametric Portfolio Associates
Washington
$2.15M +$200K +3,740 +10%
WSC
45
Wellington Shields & Co
New York
$2.04M +$2.09M +38,942 New
Legal & General Group
46
Legal & General Group
United Kingdom
$1.88M +$140K +2,616 +8%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.85M +$132K +2,468 +7%
CCM
48
Cadence Capital Management
Massachusetts
$1.73M -$965K -18,006 -35%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$1.7M -$1.56M -29,100 -47%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$1.69M -$1.21M -22,502 -41%

UEIC Hedge Fund Activity: Q4 2019 in Review

165 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q4 2019, worth a combined $723M — up 2.1% from $708M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UEIC positions and 9 closed out — a net gain of 14 holders — while 51 added to existing stakes and 54 trimmed.

The largest buyer was G2 Investment Partners Management, opening a new position worth an estimated $2.32M. The largest seller was Eagle Asset Management, cutting an estimated $3.49M.

  • 165 institutional investors held Universal Electronics (UEIC) as of Q4 2019, up from 156 in Q3 2019.
  • Funds reported $723M of Universal Electronics stock for Q4 2019, up 2.1% quarter-over-quarter.
  • 23 funds opened new Universal Electronics positions in Q4 2019 and 9 closed out, a net change of +14 holders.
  • The largest Universal Electronics buyer in Q4 2019 was G2 Investment Partners Management, an estimated $2.32M added.
  • The largest Universal Electronics seller in Q4 2019 was Eagle Asset Management, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2019.